Wharton Wealth Management Thought Leadership

Wharton Executive Education creates educational experiences that transform the way investors and advisors build and manage wealth. As part of that mission, the Wharton Wealth Management Initiative supports, collects, disseminates, and conducts research focused on all aspects of wealth management. We turn our research into knowledge you can use for immediate impact. Our areas of interest include core and multi-disciplinary topics in:

  • Economics
  • Investments
  • Marketing and communications
  • Family businesses and family offices
  • Taxation
  • Trust and estate planning
  • Investor psychology and behavior

Special reports:

Benchmarking the Single Family Office

Benchmarking the Single Family Office: Identifying the Performance Drivers
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Bridging the Trust Divide: The Financial Advisor-Client Relationship

Bridging the Trust Divide: The Financial Advisor-Client Relationship
In this special report, Knowledge@Wharton and State Street Global Advisors (SSgA) look at the qualities that underlie strong advisor-client relationships and examine how expertise, ethics and empathy factor in transparency in fees. The report also includes a discussion of the SSgA-Knowledge@Wharton survey results and a follow-up focus group on investors' attitudes about advisors.
Read a PDF of the report (453 Kb)